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November 13, 2022

  Introduction In the ever-evolving landscape of business, efficiency and fairness in task distribution are paramount. Especially within sales and customer service teams, ensuring that leads are assigned equitably can be the difference between success and stagnation. This is where the concept of a round robin assignment rule comes into play, a mechanism designed to… Continue Reading Master Lead Distribution: How to Create a Round Robin Assignment Rule

In the bustling world of customer relationship management (CRM), where data is the backbone of strategic decisions, maintaining a pristine Salesforce database is crucial. However, as businesses scale and customer interactions increase, the influx of data can quickly lead to chaos—duplicate records, incomplete profiles, and data silos that obstruct the view of your customer relationships.… Continue Reading Cloudingo Made Easy Enhance Your Salesforce CRM Now